Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

$41.16

+0.16 (+0.39%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 69
Total Institutional Inflows (last 12 months): $137.50M

Number of Institutional Sellers (last 12 months): 30
Total Institutional Outflows (last 12 months): $36.34M

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DFIP Institutional Buying and Selling by Quarter

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Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Saxony Capital Management LLC	67,880	$2.77M	3.0%	+18.5%	0.514%
7/25/2024	Core Wealth Management Inc.	186,301	$7.61M	3.1%	+6.8%	1.411%
7/24/2024	Spinnaker Investment Group LLC	61,102	$2.50M	0.7%	+12.8%	0.463%
7/24/2024	Meredith Wealth Planning	7,280	$297K	0.2%	+32.1%	0.055%
7/23/2024	Level Financial Advisors	111,828	$4.57M	2.0%	+41.4%	0.847%
7/22/2024	Krilogy Financial LLC	88,180	$3.60M	0.3%	+26.0%	0.668%
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7/22/2024	Chico Wealth RIA	6,991	$285K	0.3%	+9.9%	0.053%
7/19/2024	Blossom Wealth Management	5,016	$205K	0.4%	N/A	0.038%
7/19/2024	Onyx Financial Advisors LLC	14,705	$600K	0.4%	+31.1%	0.111%
7/19/2024	BetterWealth LLC	145,415	$5.94M	1.9%	+11.6%	1.102%
7/19/2024	KFG Wealth Management LLC	6,835	$279K	0.1%	+24.2%	0.052%
7/19/2024	Sensible Financial Planning & Management LLC.	125,640	$5.13M	1.1%	-19.2%	0.952%
7/17/2024	Midwest Heritage Bank FSB	47,419	$1.94M	1.0%	+7.0%	0.359%
7/17/2024	TCP Asset Management LLC	23,633	$965K	0.2%	+4.8%	0.179%
7/16/2024	Great Valley Advisor Group Inc.	16,174	$660K	0.0%	N/A	0.123%
7/16/2024	Wealth Enhancement Advisory Services LLC	47,866	$1.96M	0.0%	-57.2%	0.363%
7/15/2024	Dynamic Advisor Solutions LLC	6,572	$268K	0.0%	N/A	0.050%
7/15/2024	Aspire Private Capital LLC	4,057	$166K	0.0%	+644.4%	0.031%
7/11/2024	CPA Asset Management LLC	400,191	$16.34M	8.8%	+0.7%	3.032%
7/10/2024	Five Oceans Advisors	203,001	$8.29M	4.3%	-5.6%	1.538%
7/10/2024	Shearwater Capital LLC	36,474	$1.49M	1.1%	+3.3%	0.276%
7/10/2024	Apella Capital LLC	134,298	$5.51M	0.2%	-3.8%	1.017%
7/9/2024	Lynx Investment Advisory	7,160	$292K	0.2%	N/A	0.054%
6/28/2024	HFG Wealth Management LLC	8,703	$359K	0.2%	+3.0%	0.066%
5/23/2024	Austin Wealth Management LLC	180,480	$7.36M	1.8%	+3.4%	1.367%
5/16/2024	WPWealth LLP	14,095	$581K	0.2%	N/A	0.107%
5/15/2024	Flow Traders U.S. LLC	78,201	$3.23M	0.2%	-13.0%	0.592%
5/14/2024	Axxcess Wealth Management LLC	18,531	$764K	0.0%	+8.0%	0.140%
5/14/2024	EP Wealth Advisors LLC	4,259	$176K	0.0%	-12.3%	0.032%
5/14/2024	Northwest Wealth Management LLC	28,966	$1.20M	0.3%	-14.0%	0.219%
5/10/2024	Nwam LLC	24,503	$1.01M	0.1%	+1.7%	0.186%
5/9/2024	Forum Financial Management LP	86,976	$3.59M	0.1%	-12.5%	0.659%
5/9/2024	SageView Advisory Group LLC	35,127	$1.45M	0.1%	+2.0%	0.266%
5/6/2024	Sensible Financial Planning & Management LLC.	155,460	$6.41M	1.4%	+17.3%	1.178%
5/4/2024	Hemington Wealth Management	77,439	$3.20M	1.2%	+1.8%	0.625%
5/3/2024	Larson Financial Group LLC	356,821	$14.72M	1.1%	+7.3%	2.878%
5/3/2024	BCU Wealth Advisors LLC	35,135	$1.45M	1.2%	+11.7%	0.283%
5/2/2024	Elevate Wealth Advisory Inc.	1,919	$79K	0.1%	-61.1%	0.015%
5/1/2024	Klingman & Associates LLC	87,925	$3.63M	0.3%	-12.7%	0.709%
4/30/2024	Saxony Capital Management LLC	57,306	$2.36M	2.9%	+13.3%	0.462%
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4/29/2024	Commonwealth Equity Services LLC	49,112	$2.03M	0.0%	+2.3%	0.396%
4/29/2024	PBMares Wealth Management LLC	32,831	$1.35M	0.4%	-4.6%	0.265%
4/26/2024	Plan Group Financial LLC	103,873	$4.29M	2.8%	+14.0%	0.838%
4/25/2024	Heirloom Wealth Management	844,463	$34.83M	11.9%	+20.5%	6.810%
4/24/2024	Krilogy Financial LLC	69,989	$2.89M	0.2%	+6.0%	0.564%
4/24/2024	Spire Wealth Management	1,559	$64K	0.0%	N/A	0.013%
4/24/2024	Midwest Heritage Bank FSB	44,302	$1.83M	1.0%	+29.2%	0.357%
4/22/2024	Core Wealth Management Inc.	174,366	$7.19M	3.1%	+5.8%	1.406%
4/22/2024	Drive Wealth Management LLC	11,891	$490K	0.1%	-16.1%	0.096%
4/22/2024	Physician Wealth Solutions Inc.	116,215	$4.79M	4.0%	+40.6%	0.937%
4/20/2024	BetterWealth LLC	130,278	$5.37M	1.8%	+4.2%	1.051%
4/19/2024	Level Financial Advisors	79,060	$3.26M	1.5%	+130.2%	0.638%
4/19/2024	Spinnaker Investment Group LLC	54,162	$2.23M	0.6%	+23.2%	0.437%
4/19/2024	TCP Asset Management LLC	22,545	$930K	0.2%	+7.9%	0.182%
4/19/2024	KFG Wealth Management LLC	5,502	$227K	0.1%	N/A	0.044%
4/19/2024	AWM Capital LLC	62,617	$2.58M	0.4%	+12.2%	0.505%
4/18/2024	Total Wealth Planning LLC	26,914	$1.11M	0.2%	-2.7%	0.217%
4/17/2024	Annapolis Financial Services LLC	11,468	$473K	0.2%	-83.1%	0.118%
4/17/2024	Private Ocean LLC	851	$35K	0.0%	N/A	0.009%
4/16/2024	Firethorn Wealth Partners LLC	17,991	$742K	0.4%	-32.8%	0.185%
4/16/2024	Bridge Advisory LLC	6,229	$257K	0.1%	-32.4%	0.064%
4/16/2024	Onyx Financial Advisors LLC	11,214	$463K	0.3%	N/A	0.116%
4/16/2024	Wealth Enhancement Advisory Services LLC	111,953	$4.62M	0.0%	+23.3%	1.154%
4/15/2024	Visionary Horizons LLC	9,140	$373K	0.3%	+13.9%	0.094%
4/15/2024	Henrickson Nauta Wealth Advisors Inc.	31,357	$1.27M	0.6%	+13.3%	0.323%
4/11/2024	Market Street Wealth Management Advisors LLC	256,193	$10.57M	1.9%	+0.8%	2.641%
4/10/2024	Apella Capital LLC	139,616	$5.78M	0.3%	-10.7%	1.439%
4/9/2024	Foster Group Inc.	18,130	$748K	0.0%	N/A	0.187%
4/9/2024	Mather Group LLC.	1,585	$65K	0.0%	N/A	0.016%
4/4/2024	Shearwater Capital LLC	35,304	$1.46M	1.1%	+7.6%	0.364%
2/29/2024	Tortoise Investment Management LLC	5,515	$228K	0.0%	-6.6%	0.057%
2/28/2024	EP Wealth Advisors LLC	4,858	$201K	0.0%	-6.0%	0.050%
2/21/2024	Austin Wealth Management LLC	174,550	$7.11M	1.9%	+9.3%	1.799%
2/14/2024	Northwest Wealth Management LLC	33,686	$1.39M	0.4%	-7.1%	0.347%
2/14/2024	Elevate Wealth Advisory Inc.	4,928	$203K	0.2%	N/A	0.051%
2/14/2024	CFS Investment Advisory Services LLC	46,625	$1.93M	0.3%	+4.5%	0.481%
2/13/2024	Exencial Wealth Advisors LLC	25,532	$1.05M	0.0%	+109.0%	0.263%
2/9/2024	BCU Wealth Advisors LLC	31,457	$1.30M	1.4%	N/A	0.324%
2/9/2024	AWM Capital LLC	55,806	$2.30M	0.4%	+30.2%	0.575%
2/8/2024	Tortoise Investment Management LLC	5,515	$226K	0.0%	-6.6%	0.057%
2/7/2024	Forum Financial Management LP	99,417	$4.10M	0.1%	+23.7%	1.025%
2/7/2024	Principal Securities Inc.	2,904	$120K	0.0%	N/A	0.030%
2/6/2024	Axxcess Wealth Management LLC	17,158	$708K	0.0%	N/A	0.177%
2/5/2024	Total Wealth Planning LLC	27,657	$1.14M	0.2%	-21.0%	0.285%
2/2/2024	Core Wealth Management Inc.	164,741	$6.80M	3.2%	+1.4%	1.698%
2/2/2024	Rather & Kittrell Inc.	213,895	$8.83M	3.1%	-54.3%	2.205%
2/2/2024	Sensible Financial Planning & Management LLC.	132,568	$5.47M	1.3%	+158.0%	1.367%
2/1/2024	Larson Financial Group LLC	332,492	$13.73M	1.2%	-9.7%	3.428%
2/1/2024	SC&H Financial Advisors Inc.	8,834	$365K	0.1%	-48.8%	0.091%
2/1/2024	Annapolis Financial Services LLC	67,968	$2.81M	0.7%	+8.4%	0.701%
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1/31/2024	Heirloom Wealth Management	700,903	$28.93M	11.1%	N/A	7.226%
1/31/2024	Sterling Financial Planning Inc.	78,540	$3.24M	1.4%	+45.4%	0.810%
1/30/2024	Lam Group Inc.	10,120	$418K	0.4%	+423.0%	0.104%
1/30/2024	Market Street Wealth Management Advisors LLC	254,039	$10.49M	2.2%	+26.8%	2.619%
1/30/2024	Root Financial Partners LLC	144,584	$5.97M	2.2%	+42.4%	1.491%
1/29/2024	Saxony Capital Management LLC	50,596	$2.09M	2.8%	N/A	0.522%
1/29/2024	Klingman & Associates LLC	100,709	$4.16M	0.3%	-39.7%	1.038%
1/29/2024	Plan Group Financial LLC	91,114	$3.76M	3.3%	-38.2%	0.939%
1/26/2024	Krilogy Financial LLC	66,030	$2.73M	0.2%	+11.4%	0.681%
1/26/2024	Hemington Wealth Management	76,103	$3.14M	1.2%	N/A	0.785%

(Data available from 1/1/2016 forward)

DFIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIP shares?: During the previous two years, 98 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($34.83M), Hill Investment Group Partners LLC ($34.06M), CPA Asset Management LLC ($16.34M), Larson Financial Group LLC ($14.72M), Market Street Wealth Management Advisors LLC ($10.57M), Leading Edge Financial Planning LLC ($9.85M), and Rather & Kittrell Inc. ($8.83M).Learn more on DFIP's institutional investors.
Which institutional investors have been buying Dimensional Inflation-Protected Securities ETF stock?: Of the 90 institutional investors that purchased Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heirloom Wealth Management ($844.46K), Rather & Kittrell Inc. ($467.56K), CPA Asset Management LLC ($417.29K), Larson Financial Group LLC ($352.00K), Leading Edge Financial Planning LLC ($269.10K), Market Street Wealth Management Advisors LLC ($244.68K), and Hill Investment Group Partners LLC ($238.83K).
How much institutional buying is happening at Dimensional Inflation-Protected Securities ETF?: Institutional investors have bought a total of 6,203,349 shares in the last 24 months. This purchase volume represents approximately $255.74M in transactions.

Which Dimensional Inflation-Protected Securities ETF major shareholders have been selling company stock?: Of the 47 institutional investors that sold Dimensional Inflation-Protected Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Market Street Wealth Management Advisors LLC ($343.22K), Rather & Kittrell Inc. ($253.67K), CFS Investment Advisory Services LLC ($152.93K), Chico Wealth RIA ($131.96K), Mattern Wealth Management LLC ($112.66K), Klingman & Associates LLC ($94.90K), and Sensible Financial Planning & Management LLC. ($89.98K).
How much institutional selling is happening at Dimensional Inflation-Protected Securities ETF?: Institutional investors have sold a total of 1,938,584 shares in the last 24 months. This volume of shares sold represents approximately $80.08M in transactions.